At Mosteller & Holmberg, P.C., our practice is devoted entirely to serving clients throughout the Chicagoland area in the areas of Estate Planning, Business Planning, Asset Protection, Elder Law and Real Estate. Clients need estate planning services to put their affairs in order. However, not all estate planning practices are the same. Our practice focuses on delivering highly customized estate plans.
Through counseling, we seek to minimize taxes, reduce probate and/or administrative costs, protect families and provide highly personalized services. Our client's expectations are regularly exceeded. The foundation of our practice is delivering outstanding service that our clients expect and deserve. Our techniques include everything from simple wills and living trusts to sophisticated tax and business succession strategies.
We are a results-oriented firm, committed to being recognized as leaders by our clients, other legal professionals and the community in which we live and work.
Through counseling, we seek to minimize taxes, reduce probate and/or administrative costs, protect families and provide highly personalized services. Our client's expectations are regularly exceeded. The foundation of our practice is delivering outstanding service that our clients expect and deserve. Our techniques include everything from simple wills and living trusts to sophisticated tax and business succession strategies.
We are a results-oriented firm, committed to being recognized as leaders by our clients, other legal professionals and the community in which we live and work.
Services
Mr. Mosteller received his bachelor's degree in finance from The Ohio State University and his juris doctorate from The John Marshall Law School in Chicago, Illinois.
James is an Accredited Investment Fiduciary(R), a designation from the Center for Fiduciary Studies.
He has earned the Chartered Financial Consultant (ChFC(R)) professional designation from The American College.
Candidates for the ChFC(R) designation must complete a minimum of eight courses and 16 hours of supervised examinations.
James is an Accredited Investment Fiduciary(R), a designation from the Center for Fiduciary Studies.
He has earned the Chartered Financial Consultant (ChFC(R)) professional designation from The American College.
Candidates for the ChFC(R) designation must complete a minimum of eight courses and 16 hours of supervised examinations.
Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death.
This could not be farther from the truth.
Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they're gone.
This could not be farther from the truth.
Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they're gone.
A revocable trust provides no asset protection for the trust maker during his or her life.
Upon the death of the trust maker, however, or upon the death of the first spouse to die if it is a joint trust, the trust becomes irrevocable as to the deceased trust maker's property and can provide asset protection for the beneficiaries, with two important caveats.
First, the assets must remain in the trust to provide ongoing asset protection.
In other words, once the trustee distributes the assets to a beneficiary, those assets are no longer protected and can be attached by that beneficiary's creditors.
Upon the death of the trust maker, however, or upon the death of the first spouse to die if it is a joint trust, the trust becomes irrevocable as to the deceased trust maker's property and can provide asset protection for the beneficiaries, with two important caveats.
First, the assets must remain in the trust to provide ongoing asset protection.
In other words, once the trustee distributes the assets to a beneficiary, those assets are no longer protected and can be attached by that beneficiary's creditors.
Most business owners fail to plan for the day when they will leave their business.
At some point, every owner leaves his or her business - voluntarily or otherwise.
At that time, every owner wants to receive the maximum amount of money in order to accomplish personal, financial, income and estate planning goals.
Whether your successor will be your children, a key employee or an outside buyer, Exit Planning helps you maximize your financial return and minimize your tax liability when you transfer your business, if you die, or become disabled before you retire.
At some point, every owner leaves his or her business - voluntarily or otherwise.
At that time, every owner wants to receive the maximum amount of money in order to accomplish personal, financial, income and estate planning goals.
Whether your successor will be your children, a key employee or an outside buyer, Exit Planning helps you maximize your financial return and minimize your tax liability when you transfer your business, if you die, or become disabled before you retire.
For most people, a residential real estate transaction is one of the biggest decisions they will face in their personal lives.
Whether it is buying or selling a home, it is always prudent to have an attorney on your side who can make sure the transaction goes smoothly, and can ensure you are considering all the options available to you.
An experienced real estate lawyer can make the difference between a successful real estate transaction and a costly mistake.
At Mosteller & Holmberg, P.C., we are committed to helping people throughout the Chicagoland area with all of their residential real estate needs.
Whether it is buying or selling a home, it is always prudent to have an attorney on your side who can make sure the transaction goes smoothly, and can ensure you are considering all the options available to you.
An experienced real estate lawyer can make the difference between a successful real estate transaction and a costly mistake.
At Mosteller & Holmberg, P.C., we are committed to helping people throughout the Chicagoland area with all of their residential real estate needs.
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